Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1
+$2.62B
2
+$1.72B
3
+$1.54B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47B
5
MSFT icon
Microsoft
MSFT
+$1.08B

Top Sells

1
+$925M
2
+$749M
3
+$664M
4
UBER icon
Uber
UBER
+$625M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506M

Sector Composition

1 Technology 21.03%
2 Healthcare 10.48%
3 Financials 9.82%
4 Consumer Discretionary 8.77%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5576
$157K ﹤0.01%
452
-182
5577
$157K ﹤0.01%
43,790
-240,346
5578
$157K ﹤0.01%
5,734
-12,199
5579
$157K ﹤0.01%
6,525
+314
5580
$156K ﹤0.01%
3,216
-237
5581
$156K ﹤0.01%
24,745
+14,600
5582
$155K ﹤0.01%
4,761
-4,256
5583
$155K ﹤0.01%
17,500
-2,965
5584
$155K ﹤0.01%
53,517
+6,716
5585
$155K ﹤0.01%
34,539
+60
5586
$154K ﹤0.01%
7,286
-11,424
5587
$153K ﹤0.01%
8,834
-528
5588
$153K ﹤0.01%
5,644
+1,103
5589
$152K ﹤0.01%
12,704
-1,641
5590
$152K ﹤0.01%
12,542
-9,133
5591
$152K ﹤0.01%
77,152
-550
5592
$151K ﹤0.01%
2,412
+139
5593
$151K ﹤0.01%
6,436
5594
$151K ﹤0.01%
+14,710
5595
$150K ﹤0.01%
227,737
+118,007
5596
$150K ﹤0.01%
12,100
-1,147
5597
$150K ﹤0.01%
249,728
-66,807
5598
$149K ﹤0.01%
50,999
+14,052
5599
$149K ﹤0.01%
994
5600
$149K ﹤0.01%
17,781
-6,823
222 223
224
225 226